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Franklin BSP Realty Trust (FBRT) Institutional Ownership

Franklin BSP Realty Trust logo
$12.67 +0.24 (+1.93%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Franklin BSP Realty Trust (NYSE:FBRT)

Current
Institutional Ownership
Percentage
59.87%
Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$36.90M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$14.89M
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FBRT Institutional Buying and Selling by Quarter

Franklin BSP Realty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.385,750$5.04M0.0%-12.0%0.471%
11/19/2024 Barclays PLC136,534$1.78M0.0%+22.0%0.167%
11/18/2024 Arete Wealth Advisors LLC67,556$883K0.1%-8.3%0.083%
11/16/2024 Geode Capital Management LLC1,939,515$25.34M0.0%+0.5%2.370%
11/15/2024 Barclays PLC136,534$1.78M0.0%+22.0%0.167%
11/15/2024 Hodges Capital Management Inc.14,476$189K0.0%N/A0.018%
11/15/2024 Orion Portfolio Solutions LLC19,639$256K0.0%+7.6%0.024%
11/15/2024 Jane Street Group LLC45,873$599K0.0%-41.8%0.056%
11/15/2024 State Street Corp3,359,241$45.06M0.0%+3.6%4.105%
11/15/2024 Beck Capital Management LLC30,211$395K0.1%-13.4%0.037%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC124,148$1.62M0.0%+62.3%0.152%
11/14/2024 Public Sector Pension Investment Board173,592$2.27M0.0%-3.6%0.212%
11/13/2024 Townsquare Capital LLC19,855$259K0.0%+10.2%0.024%
11/13/2024 FMR LLC2,623$34K0.0%+42.9%0.003%
11/12/2024 Centaurus Financial Inc.38,291$500K0.0%-8.5%0.047%
11/12/2024 Penserra Capital Management LLC77,352$1.01M0.0%+22.9%0.095%
11/12/2024 Concorde Asset Management LLC19,000$248K0.1%+27.9%0.023%
11/12/2024 Charles Schwab Investment Management Inc.1,026,290$13.40M0.0%+13.0%1.254%
11/9/2024 Intech Investment Management LLC12,880$168K0.0%N/A0.016%
11/8/2024 Moors & Cabot Inc.17,117$224K0.0%+53.4%0.021%
11/7/2024 Caprock Group LLC34,300$460K0.0%N/A0.042%
11/7/2024 Quest Partners LLC35,450$463K0.0%+3,544,900.0%0.043%
11/7/2024 Thrivent Financial for Lutherans64,259$839K0.0%-5.5%0.079%
11/6/2024 Mutual of America Capital Management LLC12,308$161K0.0%-8.5%0.015%
11/6/2024 KBC Group NV4,664$61K0.0%+51.6%0.006%
11/5/2024 Victory Capital Management Inc.14,692$192K0.0%-10.0%0.018%
11/5/2024 Apollon Wealth Management LLC20,922$273K0.0%N/A0.026%
10/31/2024 Principal Financial Group Inc.385,750$5.04M0.0%-12.0%0.471%
10/29/2024 Retirement Financial Solutions LLC19,419$254K0.1%-21.9%0.024%
10/29/2024 Van ECK Associates Corp621,364$8.04M0.0%-5.8%0.759%
10/24/2024 Nisa Investment Advisors LLC22,215$299K0.0%-17.5%0.027%
10/24/2024 State of Alaska Department of Revenue46,697$609K0.0%-2.9%0.057%
10/23/2024 Louisiana State Employees Retirement System39,600$517K0.0%-3.9%0.048%
10/23/2024 Allworth Financial LP46,682$610K0.0%-2.4%0.057%
10/23/2024 Financial Management Network Inc.148,509$1.90M0.4%-6.0%0.181%
10/22/2024 Private Advisor Group LLC19,441$254K0.0%-34.2%0.024%
10/11/2024 Creative Planning41,656$544K0.0%-2.4%0.051%
10/9/2024 Strong Tower Advisory Services1,055,160$13.78M3.8%+28.7%1.289%
10/8/2024 Brookstone Capital Management17,341$226K0.0%-30.0%0.021%
10/8/2024 Ignite Planners LLC17,199$225K0.1%-12.2%0.021%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
10/3/2024 SG Americas Securities LLC26,428$345K0.0%N/A0.032%
9/23/2024 Centaurus Financial Inc.41,834$527K0.0%+24.3%0.051%
9/11/2024 Newbridge Financial Services Group Inc.63,705$803K0.3%-22.9%0.078%
8/22/2024 Cetera Investment Advisers132,852$1.67M0.0%+0.9%0.162%
8/19/2024 B. Riley Wealth Advisors Inc.18,501$240K0.0%-6.7%0.023%
8/15/2024 The Manufacturers Life Insurance Company40,875$515K0.0%+3.9%0.050%
8/15/2024 Millennium Management LLC211,756$2.67M0.0%-1.9%0.259%
8/14/2024 Public Sector Pension Investment Board180,092$2.27M0.0%+5.7%0.220%
8/14/2024 Beck Capital Management LLC34,872$439K0.1%N/A0.043%
8/14/2024 Fairscale Capital LLC3,111$41K0.0%N/A0.004%
8/14/2024 Gabelli Funds LLC175,698$2.21M0.0%+35.2%0.215%
8/14/2024 1832 Asset Management L.P.700,000$8.82M0.0%+55.6%0.855%
8/14/2024 ProShare Advisors LLC12,777$161K0.0%-23.7%0.016%
8/13/2024 Thrivent Financial for Lutherans67,964$856K0.0%-4.5%0.083%
8/13/2024 Sei Investments Co.26,954$340K0.0%+16.8%0.033%
8/13/2024 Orchard Capital Management LLC582,132$7.34M2.2%-1.2%0.711%
8/13/2024 AE Wealth Management LLC30,597$387K0.0%+91.8%0.037%
8/12/2024 Concorde Asset Management LLC14,850$187K0.1%N/A0.018%
8/9/2024 Renaissance Technologies LLC232,000$2.92M0.0%-12.3%0.283%
8/9/2024 Marble Harbor Investment Counsel LLC15,000$189K0.0%N/A0.018%
8/6/2024 Great Lakes Advisors LLC344,118$4.34M0.0%-4.7%0.420%
8/2/2024 Magnus Financial Group LLC29,575$373K0.0%+26.6%0.036%
8/1/2024 Rhumbline Advisers258,996$3.26M0.0%-1.0%0.316%
7/31/2024 Van ECK Associates Corp659,801$8.31M0.0%+33.6%0.806%
7/31/2024Commonwealth Equity Services LLC32,561$410K0.0%+13.6%0.040%
7/31/2024 Klingman & Associates LLC32,147$405K0.0%+25.1%0.039%
7/30/2024 Maryland State Retirement & Pension System28,545$360K0.0%-4.3%0.035%
7/29/2024 Principal Financial Group Inc.438,378$5.52M0.0%-4.0%0.535%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank21,141$266K0.0%+52.5%0.026%
7/29/2024 Your Advocates Ltd. LLP5,996$76K0.0%N/A0.007%
7/29/2024 Arkadios Wealth Advisors20,867$263K0.0%+7.8%0.025%
7/26/2024 Bank of New York Mellon Corp702,184$8.85M0.0%+5.9%0.858%
7/25/2024RPS Advisory Solutions LLC80,931$1.02M0.9%N/A0.099%
7/22/2024 Atria Wealth Solutions Inc.95,363$1.20M0.0%-7.1%0.116%
7/19/2024 Calton & Associates Inc.12,813$161K0.1%-24.5%0.016%
7/18/2024 Brookstone Capital Management24,768$337K0.0%-4.7%0.030%
7/16/2024 Strong Tower Advisory Services819,612$10.33M3.4%+18.7%1.001%
7/12/2024 Ignite Planners LLC19,599$245K0.1%-11.7%0.024%
5/24/2024Cetera Advisors LLC92,432$1.24M0.0%+181.4%0.113%
5/24/2024 Cetera Investment Advisers131,616$1.76M0.0%+115.5%0.161%
5/17/2024 Beacon Capital Management LLC6,499$87K0.0%-44.0%0.008%
5/17/2024 Comerica Bank35,170$470K0.0%-9.1%0.043%
5/17/2024Coppell Advisory Solutions Corp.15,482$207K0.0%N/A0.019%
5/16/2024 California State Teachers Retirement System82,205$1.10M0.0%-5.4%0.100%
5/15/2024 Price T Rowe Associates Inc. MD162,306$2.17M0.0%-14.7%0.198%
5/15/2024 1832 Asset Management L.P.450,000$6.01M0.0%N/A0.550%
5/15/2024 Gabelli Funds LLC130,000$1.74M0.0%+54.6%0.159%
5/11/2024 Retirement Financial Solutions LLC28,010$374K0.2%-11.9%0.034%
5/10/2024 Vanguard Group Inc.8,973,474$119.89M0.0%+0.5%10.961%
5/8/2024 ProShare Advisors LLC16,744$224K0.0%+7.4%0.020%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
5/7/2024 SG Americas Securities LLC10,217$136K0.0%N/A0.012%
5/6/2024 Texas Permanent School Fund Corp71,829$960K0.0%+1.4%0.088%
5/1/2024 Mirae Asset Global Investments Co. Ltd.36,251$484K0.0%-93.2%0.044%
4/30/2024 Van ECK Associates Corp493,681$6.60M0.0%+0.7%0.602%
4/30/2024 Arkadios Wealth Advisors19,358$259K0.0%-8.4%0.024%
4/30/2024 Allspring Global Investments Holdings LLC16,883$226K0.0%+532.6%0.021%
4/29/2024 Principal Financial Group Inc.456,423$6.10M0.0%+6.6%0.557%
4/26/2024 Yousif Capital Management LLC37,104$496K0.0%-8.6%0.045%
4/25/2024Triumph Capital Management19,468$255K0.1%-6.3%0.024%
4/24/2024 Newbridge Financial Services Group Inc.82,598$1.10M0.5%+6.8%0.101%
(Data available from 1/1/2016 forward)

FBRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBRT shares?

During the previous two years, 149 institutional investors and hedge funds held shares of Franklin BSP Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($119.89M), State Street Corp ($45.06M), Cliffwater LLC ($26.20M), Geode Capital Management LLC ($25.34M), Strong Tower Advisory Services ($13.78M), Charles Schwab Investment Management Inc. ($13.40M), and Bank of New York Mellon Corp ($8.85M).Learn more on FBRT's institutional investors.

What percentage of Franklin BSP Realty Trust stock is owned by institutional investors?

59.87% of Franklin BSP Realty Trust stock is owned by institutional investors. Learn more on FBRT's institutional investor holdings.

Which institutional investors have been buying Franklin BSP Realty Trust stock?

Of the 114 institutional investors that purchased Franklin BSP Realty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cliffwater LLC ($2.20M), 1832 Asset Management L.P. ($700K), Strong Tower Advisory Services ($599.09K), Jefferies Financial Group Inc. ($592.99K), Mirae Asset Global Investments Co. Ltd. ($516.99K), Palo Alto Wealth Advisors LLC ($456.22K), and BKA Wealth Consulting Inc. ($397.49K).

How much institutional buying is happening at Franklin BSP Realty Trust?

Institutional investors have bought a total of 8,517,375 shares in the last 24 months. This purchase volume represents approximately $110.52M in transactions.

Which Franklin BSP Realty Trust major shareholders have been selling company stock?

Of the 81 institutional investors that sold Franklin BSP Realty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penn Mutual Asset Management LLC ($529.13K), Mirae Asset Global Investments Co. Ltd. ($515.53K), Principal Financial Group Inc. ($233.94K), Great Lakes Advisors LLC ($197.50K), Schechter Investment Advisors LLC ($173.93K), State of New Jersey Common Pension Fund D ($154.17K), and Bank of New York Mellon Corp ($95.23K).

How much institutional selling is happening at Franklin BSP Realty Trust?

Institutional investors have sold a total of 3,104,634 shares in the last 24 months. This volume of shares sold represents approximately $41.07M in transactions.



This page (NYSE:FBRT) was last updated on 12/21/2024 by MarketBeat.com Staff
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